About the role#
The Financial Planning Intern supports our staff in servicing high net worth and ultra high net worth clients. You will gain hands-on experience in advisory, consulting, and business development. This role focuses on holistic financial planning and building direct client relationships.
What you'll do#
- Support client onboarding by preparing and processing paperwork.
- Schedule client meetings and create materials to explain financial concepts.
- Observe client meetings to learn how advisors build relationships.
- Participate in meeting follow-up tasks including research and documentation.
- Contribute ideas to improve client service and business development.
- Handle account maintenance and money movement processes.
- Use financial planning and CRM software for data management and plan modeling.
- Assist with data entry and compiling plan deliverables.
- Collaborate on special projects and client service initiatives.
What you'll need#
- Pursuing a bachelor’s or master’s degree with graduation expected within 12 months.
- Major in wealth management, financial planning, finance, or a related field.
- Demonstrated leadership experience through work or extracurriculars.
- Interest in a client-facing advisory career.
- Strong customer service orientation and organizational skills.
- Analytical and problem-solving abilities with high attention to detail.
- Ability to explain complex topics in simple terms.
- Clear written and verbal communication skills.
- Comfort contributing ideas in group settings.
- Curiosity about financial markets and planning strategies.
- Proficiency in Microsoft Word and Excel.
Location & details#
- Location: Tigard, Oregon.
- Work modality: On-site.
- Term: Rolling.
- Employment type: Full-time internship.
- Compensation: Paid position.
About Mariner
Mariner was an IT services and consulting firm based in Charlotte, North Carolina. Founded in 1998, the company operated until 2022. It provided technology solutions to clients across North America in sectors including finance, healthcare, and manufacturing. The firm specialized in business intelligence, data analytics, and AI-based computer vision products.
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